ANGEL OAK FINANC STRAT INC (FINS) Institutional Shareholders
ANGEL OAK FINANC STRAT INC (FINS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $293.36M in FINS holdings during the latest filing period.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of FINS tracked by InsiderSet, reporting ownership valued at approximately $140.32M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $134.07M, representing an estimated loss of -4.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed FINS value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Karpus Management, Inc., Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ANGEL OAK FINANC STRAT INC (FINS).
This page ranks the largest institutional FINS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
42
Total Reported Value
$293.36M
Largest Holder
Sit Investment Associates Inc
Largest Position
$140.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2.66% | 10,962,663 | $140,322,000 | $134,073,368 | -$6,248,632 | -4.45% | |
| Karpus Management, Inc. | 1.71% | 4,654,677 | $59,579,866 | $56,926,700 | -$2,653,166 | -4.45% | |
| Wells Fargo & Company/Mn | 0.00% | 1,290,468 | $16,517,998 | $15,782,424 | -$735,574 | -4.45% | |
| Atlas Wealth Llc | 2.01% | 1,100,004 | $14,080,051 | $13,453,049 | -$627,002 | -4.45% | |
| Ubs Group Ag | 0.00% | 707,959 | $9,061,875 | $8,658,339 | -$403,536 | -4.45% | |
| Morgan Stanley | 0.00% | 627,001 | $8,025,617 | $7,668,222 | -$357,395 | -4.45% | |
| Nations Financial Group Inc | 0.30% | 484,445 | $6,200,896 | $5,924,762 | -$276,134 | -4.45% | |
| Royal Bank Of Canada | 0.00% | 417,457 | $5,343,000 | $5,105,499 | -$237,501 | -4.45% | |
| Stifel Financial Corp | 0.00% | 383,477 | $4,908,505 | $4,689,924 | -$218,581 | -4.45% | |
| Envestnet Asset Management Inc | 0.00% | 300,777 | $3,849,949 | $3,678,503 | -$171,446 | -4.45% | |
| Riverbridge Partners Llc | 0.08% | 235,363 | $3,012,646 | $2,878,489 | -$134,157 | -4.45% | |
| Noble Wealth Management Pbc | 1.35% | 231,615 | $2,964,672 | $2,832,651 | -$132,021 | -4.45% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.87% | 222,390 | $2,846,592 | $2,719,830 | -$126,762 | -4.45% | |
| First Trust Advisors Lp | 0.00% | 203,462 | $2,604,313 | $2,488,340 | -$115,973 | -4.45% | |
| Lpl Financial Llc | 0.00% | 180,224 | $2,306,862 | $2,204,140 | -$102,722 | -4.45% | |
| Closed-End Fund Advisors, Inc. | 1.49% | 118,848 | $1,521,254 | $1,453,511 | -$67,743 | -4.45% | |
| Dakota Wealth Management | 0.02% | 77,835 | $1,020,417 | $951,922 | -$68,495 | -6.71% | |
| Twelve Points Wealth Management Llc | 0.20% | 77,263 | $988,966 | $944,926 | -$44,040 | -4.45% | |
| Osaic Holdings, Inc. | 0.00% | 76,348 | $977,260 | $933,736 | -$43,524 | -4.45% | |
| Focus Partners Wealth | 0.00% | 73,779 | $944,372 | $902,317 | -$42,055 | -4.45% | |
| Raymond James Financial Inc | 0.00% | 73,346 | $938,832 | $897,022 | -$41,810 | -4.45% | |
| &Partners | 0.00% | 56,376 | $721,613 | $689,478 | -$32,135 | -4.45% | |
| Cetera Investment Advisers | 0.00% | 43,462 | $556,308 | $531,540 | -$24,768 | -4.45% | |
| Invesco Ltd. | 0.00% | 42,333 | $541,862 | $517,733 | -$24,129 | -4.45% | |
| Corient Private Wealth Llc | 0.00% | 40,666 | $520,525 | $497,345 | -$23,180 | -4.45% | |
| Choreo, Llc | 0.00% | 30,101 | $385,293 | $368,135 | -$17,158 | -4.45% | |
| Shaker Financial Services, Llc | 0.12% | 29,245 | $374,336 | $357,666 | -$16,670 | -4.45% | |
| Summit Asset Management, Llc | 0.04% | 26,000 | $332,800 | $317,980 | -$14,820 | -4.45% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 24,370 | $312,667 | $298,045 | -$14,622 | -4.68% | |
| Live Oak Private Wealth Llc | 0.03% | 21,670 | $277,376 | $265,024 | -$12,352 | -4.45% | |
| Rockefeller Capital Management L.P. | 0.00% | 19,858 | $254,193 | $242,863 | -$11,330 | -4.46% | |
| Mayflower Financial Advisors, Llc | 0.02% | 18,700 | $239,360 | $228,701 | -$10,659 | -4.45% | |
| Susquehanna International Group, Llp | 0.00% | 11,303 | $144,678 | $138,236 | -$6,442 | -4.45% | |
| Private Advisor Group, Llc | 0.00% | 11,039 | $141,299 | $135,007 | -$6,292 | -4.45% | |
| Citadel Advisors Llc | 0.00% | 10,859 | $138,995 | $132,806 | -$6,189 | -4.45% | |
| Mariner, Llc | 0.00% | 10,001 | $128,013 | $122,312 | -$5,701 | -4.45% | |
| Arax Advisory Partners | 0.00% | 9,084 | $116,275 | $111,097 | -$5,178 | -4.45% | |
| Fifth Third Bancorp | 0.00% | 4,446 | $56,909 | $54,375 | -$2,534 | -4.45% | |
| Ifg Advisory, Llc | 0.00% | 4,009 | $51,316 | $49,030 | -$2,286 | -4.45% | |
| Mountain Hill Investment Partners Corp. | 0.02% | 3,333 | $42,662 | $40,763 | -$1,899 | -4.45% | |
| N.E.W. Advisory Services Llc | 0.00% | 357 | $4,570 | $4,366 | -$204 | -4.46% | |
| Highline Wealth Partners Llc | 0.00% | 300 | $3,840 | $3,669 | -$171 | -4.45% |
Frequently asked questions about FINS
Who owns the most FINS stock?
The largest holders of FINS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ANGEL OAK FINANC STRAT INC (FINS).
Is FINS widely held by superinvestors?
Many widely followed stocks like FINS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FINS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.